Schechter Investment Advisors’s Public Service Enterprise Group PEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.53M	Sell	18,534 -2,605	-12%	-$217K	0.13%	159
2024 Q4	$1.79M	Sell	21,139 -667	-3%	-$59K	0.14%	141
2024 Q3	$1.95M	Sell	21,806 -1,441	-6%	-$115K	0.14%	143
2024 Q2	$1.71M	Sell	23,247 -89	-0.4%	-$6.32K	0.13%	150
2024 Q1	$1.56M	Buy	23,336 +258	+1%	+$15.8K	0.12%	165
2023 Q4	$1.41M	Buy	23,078 +647	+3%	+$39.8K	0.12%	162
2023 Q3	$1.28M	Buy	22,431 +1,582	+8%	+$97.2K	0.12%	178
2023 Q2	$1.31M	Sell	20,849 -245	-1%	-$15.3K	0.12%	196
2023 Q1	$1.32M	Buy	21,094 +2,516	+14%	+$152K	0.12%	194
2022 Q4	$1.14M	Buy	18,578 +219	+1%	+$12.7K	0.1%	251
2022 Q3	$1.03M	Buy	18,359 +188	+1%	+$12.1K	0.1%	267
2022 Q2	$1.15M	Sell	18,171 -5,305	-23%	-$361K	0.11%	240
2022 Q1	$1.64M	Sell	23,476 -1,827	-7%	-$121K	0.15%	145
2021 Q4	$1.69M	Buy	+25,303	New	+$1.6M	0.15%	154